Nvidia Allegedly Engineered Scarcity by Funding AI Startups to Buy Its GPUs
THE SO WHAT
If GPU vendor financing is also demand-shaping, not just demand-serving, then early-stage AI startups are competing in a market where supply, pricing, and capital are partially coupled to the same counterparty. Operators should treat GPU access terms like strategic debt—model vendor concentration, lock-in risk, and what happens if that capital or allocation tightens on short notice.
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